10+ Years · Gallatin
Experienced Financial Advisors in Gallatin, TN
Experience matters. These financial advisors in Gallatin have years of proven work behind them — and the reviews to back it up.
As of May 2026, RatingsNearMe ranks 12 financial advisors in Gallatin, TN by verified customer ratings and review volume. The highest-rated is Paul Winkler, Inc. Goodlettsville with a 4.8-star rating from 19 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Rosa Berger and Edward Jones - Financial Advisor: Linda Murphy, CFP®|ChFC®|CLU®|CRPS™. The average rating across all listed financial advisors in Gallatin is 4.8 stars from 6 reviews per business on average.
Financial advisors in Gallatin typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
12
Businesses listed
4.8★
Avg rating
6
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Paul Winkler, Inc. Goodlettsville
3050 Business Park Cir #503, Goodlettsville, TN 37072, USA
Edward Jones - Financial Advisor: Rosa Berger
125 Goodview Way Ste 140, Gallatin, TN 37066, USA
Edward Jones - Financial Advisor: Linda Murphy, CFP®|ChFC®|CLU®|CRPS™
600 Commons Dr #100, Gallatin, TN 37066, USA
Financial Advisors Rankings in Gallatin, TN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Paul Winkler, Inc. Goodlettsville3050 Business Park Cir #503, Goodlettsville, TN 37072, USA | 4.8★ | 19 |
| #2 | Edward Jones - Financial Advisor: Rosa Berger125 Goodview Way Ste 140, Gallatin, TN 37066, USA | 5.0★ | 4 |
| #3 | Edward Jones - Financial Advisor: Linda Murphy, CFP®|ChFC®|CLU®|CRPS™600 Commons Dr #100, Gallatin, TN 37066, USA | 5.0★ | 3 |
| #4 | Atlas Financial Management1531 Hunt Club Blvd #310, Gallatin, TN 37066, USA | — | — |
| #5 | Michael Waggoner - Regions Financial Advisor285 E Main St, Gallatin, TN 37066, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Brittany A Greenwood, CFP®125 Goodview Way Ste 140, Gallatin, TN 37066, USA | 4.3★ | 3 |
| #7 | Edward Jones - Financial Advisor: Kelly Welker125 Goodview Way Ste 140, Gallatin, TN 37066, USA | — | — |
| #8 | Mercer Advisors - Gallatin607 Commons Dr, Gallatin, TN 37066, USA | — | — |
| #9 | Village Private Wealth1045 Greensboro Dr Suite 110, Gallatin, TN 37066, USA | — | — |
| #10 | Edward Jones - Financial Advisor: Evan R Muldoon125 Goodview Way Suite 140, Gallatin, TN 37066, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Gallatin
Atlas Financial Management
1531 Hunt Club Blvd #310, Gallatin, TN 37066, USA
Michael Waggoner - Regions Financial Advisor
285 E Main St, Gallatin, TN 37066, USA
Edward Jones - Financial Advisor: Brittany A Greenwood, CFP®
125 Goodview Way Ste 140, Gallatin, TN 37066, USA
Edward Jones - Financial Advisor: Kelly Welker
125 Goodview Way Ste 140, Gallatin, TN 37066, USA
Village Private Wealth
1045 Greensboro Dr Suite 110, Gallatin, TN 37066, USA
Edward Jones - Financial Advisor: Evan R Muldoon
125 Goodview Way Suite 140, Gallatin, TN 37066, USA
Edward Jones - Financial Advisor: John E Hannum
210 Baber Pk Dr W Ste 110, Gallatin, TN 37066, USA
Edward Jones - Financial Advisor: Kevin Commander
210 Baber Pk Dr W Ste 110, Gallatin, TN 37066, USA
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Frequently Asked Questions — Financial Advisors in Gallatin
What is a fiduciary financial advisor and why does it matter in Gallatin?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Gallatin, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Gallatin?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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